Tobias Engstroem Carlsen
Tobias Engstroem Carlsen @EpicQuality

Performance
Tout

1.74%2026
2026
12.58%2025
2025
20.49%2024
2024
9.53%2023
2023
20.5%0%-20.5%
Tobias Engstroem Carlsen
Software vs AI is becoming the real debate for $DUOL (Duolingo), $MSFT (Microsoft), $INTU (Intuit Inc) and $ADBE (Adobe Systems Inc) the question isn’t just who builds the best tools anymore, but who actually retains users and pricing power as AI lowers switching costs and automates workflows. Duolingo... Afficher plus Traduction
Tobias Engstroem Carlsen
Most people still see $AMZN (Amazon.com Inc) as a low-margin retailer missing the real story. $AMZN has a massive free cash flow engine being built beneath the surface driven by AWS, advertising, and an increasingly efficient logistics network. The demand for their products and services is already... Afficher plus Traduction
Tobias Engstroem Carlsen
Labels like “developed” and “emerging” markets can sometimes oversimplify reality of investing. Opportunities aren’t just in one category "growth", "innovation" and "undervaluation" they can show up anywhere and be combinded into multipale other factors. 💠A high growth... Afficher plus Traduction
Tobias Engstroem Carlsen
Donald Trump has said in the last 24 hours, they have “until tomorrow” the deadline is tied to Iran meeting demands (like reopening the Strait of Hormuz and limiting its nuclear program). $SPY (State Street SPDR S&P 500 ETF) $QQQ (Invesco QQQ) $NSDQ100 $RTY $UK100 If they don’t comply, his own statements... Afficher plus Traduction
A New Tremendous Deal
100.00%
The “I already won” pivot
100.00%
Go Play Golf
100.00%
Massive military strikes
100.00%
Tobias Engstroem Carlsen
$BKNG (Booking Holdings Inc) is a strong quality company as it dominates global online travel with a asset-light, high-margin buisness and Priceline, generating robust free cash flow and benefiting from powerful network effects. Is doing a 25:1 stock split lowered the price from about $4,100 to $170,... Afficher plus Traduction
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BKNG
Booking Holdings Inc
185.60
-0.09 (-0.05%)
Tobias Engstroem Carlsen
People who were pardoned • Jason Galanis $200M+ fraud Orchestrated complex financial schemes involving misused funds and deceptive investment structures to move and conceal money. • Joseph Schwartz $38M scheme Ran a coordinated operation using false representations and financial manipulation to extract... Afficher plus Traduction
Tobias Engstroem Carlsen
Crypto tax evasion is becoming a growing issue as more people trade without fully understanding reporting obligations. An 80 year old woman from Tingsryd, Sweden made over 600,000 SEK in crypto profits but didn’t declare it avoiding ~180,000 SEK in tax. She wasn’t found to have acted intentionally,... Afficher plus Traduction
Tobias Engstroem Carlsen
1️⃣Trump may end the Iran war even if Hormuz stays partly closed. 2️⃣Markets see de-escalation. 3️⃣Assets rally. If you sold trying to time the bottom, you risk getting left behind. $SPY (State Street SPDR S&P 500 ETF) $QQQ (Invesco QQQ) $RTY $VTI (Vanguard Total Stock Market ETF) $RTY Stay patient... Afficher plus Traduction
Tobias Engstroem Carlsen
$GPN (Global Payments Inc) Big upside, but the market isn’t convinced (yet) 𝘔𝘢𝘯𝘨𝘮𝘦𝘯𝘵 𝘰𝘧 𝘵𝘩𝘪𝘴 18𝘉 𝘮𝘢𝘳𝘬𝘦𝘵 𝘤𝘢𝘱 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘵𝘩𝘪𝘯𝘬𝘴 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘸𝘪𝘭𝘭 𝘣𝘦 𝘢𝘣𝘦𝘢𝘭 𝘵𝘰 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘦 7.5𝘉 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘳𝘦𝘵𝘶𝘳𝘯 𝘪𝘯 2027 𝘣𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘢𝘯𝘥 𝘥𝘪𝘷𝘪𝘥𝘦𝘯𝘥... Afficher plus Traduction
Tobias Engstroem Carlsen
As a shareholder in $META (Meta Platforms Inc) and $GOOGL (Alphabet Inc Class A), I saw the headlines about them being “addictive by design” and harmful to youth. Honestly, this doesn’t change my long-term thesis. Anything that gives a dopamine hit games, food, shopping, hobbies ALL entertainment carries... Afficher plus Traduction

À propos de Tobias Engstroem Carlsen
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Stratégie: Valeur

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